The Question Every Advisor Must Answer Now:

What is your plan to respond to the growing disruption that is squeezing your profits and undermining your business model?

Attend This Two-Day Workshop on March 13-14 in Scottsdale, Arizona so you can:

• Develop a vision of where you’re going with your practice so you can stop feeling overwhelmed by the day-to-day issues…
• Develop your next-step moves so you can position your practice for growth and sustainability…
• Learn to develop the systems and processes to make success happen…
• Understand the technology and processes that allow you to deliver customized solutions to even more clients at a higher volume…

PROBLEM: Not all advisors fully realize this yet, but you can’t survive this wonderful, dynamic business without good systems and processes. (That’s what you’ll learn in the workshop.)

Consider just a few of these trends:

• Cumulative effects of the aging demographics/higher withdrawal rates of our clients
• Fee compression in the business brought on by additional lower cost choices available to the consumer
• Too much unpredictability for clients and staff as no one knows what to expect

In short, we will need to do more for more clients with fewer resources, and profits will be squeezed which highlights even more the need to be super-efficient when delivering all of our services.

SOLUTION: Come to “The Million Dollar Solutions Workshop with Debbie Taylor” to start giving your business the systems and processes to survive and thrive!

Attract more clients. Beat Vanguard, robos, and your competition. Revolutionize your business at this two-day strategy and practice management program!

• To hit the $1 million mark without being slowed down by challenge after challenge…
• Achieve rapid growth through good systems and processes, developed through trial and error…

Use this unique opportunity to benefit from years of experience without having to go through it all yourself!

Join us for this intensive two-day experience…

Yes, please sign me up for the two-day intensive The Million Dollar Solutions Workshop at the early-bird rate of $1,797 (Deadline: February 13). I want to learn Debbie's systems and processes so I can gain control of my business and make it start working for me.

I will receive admission to the two-day, total workshop experience:

The Million Dollar Solutions Workshop (March 13-14)

We’ll spend two days working through these major practice management and business development issues:

• Building a Sustainable Firm
• Building a Better Digital DNA
• Creating the Five-Star Client Experience
• Nuts and Bolts of Keeping Clients Close
• Gathering Feedback From Clients
• Making Planning the Cornerstone of Your Practice

Building a Sustainable Firm:

• Why you need to move beyond investments to offer more to your clients…
• How to provide true wealth management and all the services that come with it…
• Why doing more for your clients will build a strong, sustainable business…
• The secrets to moving up the value chain and what that means for your firm…
• Your team is the core of your firm. Learn how to successfully lead them…
• How you can improve your practice management and boost productivity…
• Tips for positively and efficiently managing people and creating the best possible output…
• The tools you need to make sure your firm stays in business and continually increases revenue…

Building a Better Digital DNA:

• Why you need to digitize the entire client journey – from sales to onboarding to continuing communication…
• One advisor's lessons in how to beef up your digital footprint, a necessity in today's world…
• Tips for a clearer, more attractive, and more appealing website that will convey your ideas to people you want to reach…
• How to drive prospects to your office and keep them there…
• Why you need to consider online client portals for self-service in order to stay viable…
• How to create a comprehensive, successful technology plan…

Creating the Five-Star Client Experience:

• Why you need to drop reticence and humility, and market yourself…
• The market is a crisis of differentiation – find your place and shine in it…
• How to successfully market to a niche audience, ensuring that you always have a core group of clients happy to refer others like them…
• Why you need to create a sense of community between your clients and your firm, and what you can do to accomplish that…
• How to get clients in the door by offering them what they want and need…
• One advisor's tips for closing so that prospects are delighted to become your clients, and bring you more…
• How to develop a strategic, no-fail onboarding process that you and your staff know by heart…
• Why you need to segment your clients, defining and delineating the value that you are able to provide…
• Why you need a service matrix, and tips for creating a fair, workable classification of services…
• What practices and actions are essential to improving client review meetings…

Nuts and Bolts of Keeping Clients Close:

• Secrets to unusual opportunities for you to show your appreciation to your clients…
• How to stay top-of-mind all year long with a calendar full of events your clients will be enthusiastically anticipating…
• Why and when you should give gifts to your clients, plus what to choose…
• How to throw awesome client appreciation events that draw back clients and their friends year after year…
• Why you need to do weekly marketing in order to stay top-of-mind…
• How to establish a weekly marketing schedule that works for you and your staff while continually bringing in new business…
• Tips and tools for developing a holistic marketing plan better than what you've had before…

Gathering Feedback From Clients:

• The one tactic that will show you what your clients truly think …
• How to discover what your clients want from you, then answer their needs…
• Why you must implement a client survey this year…
• The importance of asking clients about their experiences, within and without your firm...

Making Planning the Cornerstone of Your Practice:

• Learn the key items to think about when putting together an initial financial plan…
• Think financial planning is one-and-done? Learn what quarterly planning services you can offer…
• Why you should offer additional planning services as a way to differentiate yourself and stand out in a crowded market…
• What to consider when debating between fee-based and a service matrix, or full-service planning…
• How to effectively plan for most major life events, and demonstrate true care for your clients…
• What additional services you can offer, including some you may not have thought of before…

AGENDA

DAY 1 (Wednesday, March 13)

Breakfast
8:00 -8:45 a.m.

I. Welcome & Introduction
8:45 – 9:15 a.m.

• Goals for the Day
• Review of Challenges and Opportunities

II. First Solution: Building a Sustainable Firm
9:15 – 10:45 a.m.

• Go Beyond Investments to Offer Full-Service Wealth Management
• Moving Up the Value Chain
• Focus on Practice Management: People & Productivity

Break
10:45 - 11:00 a.m.

III. Wrap Up Exercise
11:00 – 11:30 a.m.

IV. Second Solution: Building Better Digital DNA
11:30 – 12:30 p.m.

• Digitize the Client Journey – From Sales to Onboarding to Ongoing Services and Communications to Planning, Client Self-Service and Client Reviews
• Website Review
• Create a Technology Plan

V. Wrap Up Exercise
12:30 – 1:00 p.m.

Lunch
1:00 - 2:00 p.m.

VI. Third Solution – Creating the Five Star Client Experience
2:00 – 4:00 p.m

• Marketing Yourself and the Crisis of Differentiation
• Building Community
• Getting Prospects in the Door and Closing
• Onboarding
• Segmenting and Service Matrix
• Client Review Meetings

Break
4:00 - 4:15 p.m.

VII. Wrap Up Exercise
4:15 – 5:00 p.m.

DAY 2 (Thursday, March 14)

Breakfast
8:00 - 8:45 a.m.

VIII. The Nuts and Bolts of Keeping Clients Close
8:45 – 10:00 a.m.

• Client Appreciation Opportunities
• Client Event Calendar
• Client Gift Program
• Weekly Marketing Schedule
• Gifts & Dates
• Create a Marketing Plan

IX. Wrap Up Exercise
10:00 – 10:30 a.m.

X. Gathering Feedback
10:30 – 11:15 a.m.

• Client Advisory Board
• Surveys – Online and Written
• Just Ask!

Break
11:15 - 11:30 a.m.

XI. Wrap Up Exercise
11:30 – 11:45 a.m.

Lunch
11:45 -12:45 p.m.

XII. Fourth Solution – Make Planning the Cornerstone of Your Practice
12:45 –1:45 p.m.

• Putting Together the Plan - What to Consider
• Quarterly Planning Services
• Life Event Services
• Offering Additional Services
• Marketing the Planning Services

XIII. Wrap Up Exercise
1:45 – 2:15 p.m.

XIV. Questions & Answers
2:15 – 2:30 p.m.

XIII. Create an Action Plan
2:30 – 3:00 p.m.

Meals and Reception

Enjoy a full breakfast both days, lunch both days, and a networking Happy Hour at the end of the first day.

Instructional Material

Full workshop materials: classroom workbook, handouts, case studies, slides, etc.

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, workshop attendees get a complimentary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes to discuss your key take-aways from the workshop, your key goals for managing your practice more efficiently, and to complete a one-page action plan to guide you in your next steps ($299 value).

Presenter

Your workshop will be led by Debbie Taylor, CPA/PFS, JD, CDFA. Debra Taylor is the principal and founder of Taylor Financial Group, LLC, a full-service wealth management firm located in Franklin Lakes, NJ. Debra’s education and career has spanned many fields including legal and public accounting. In addition to being the author of Horsesmouth’s top-selling practice management book, My Journey to $1 Million: The Systems and Processes That Will Get You There, Debra has been featured on national TV and is often quoted in national publications such as Barron’s, Smart Money, and The Wall Street Journal.

Cancellation and Refund Policy

Cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given. 

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information.

Substitutions/name changes may be made at any time prior to the event without penalty.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll be notified.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)